CFS Investment Advisory Services’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
5,677
+288
| +5% | +$29.9K | 0.05% | 216 |
|
|
2025
Q1 | $589K | Buy |
5,389
+82
| +2% | +$8.96K | 0.05% | 205 |
|
|
2024
Q4 | $489K | Buy |
5,307
+799
| +18% | +$73.6K | 0.04% | 214 |
|
|
2024
Q3 | $463K | Buy |
+4,508
| New | +$463K | 0.04% | 209 |
|
|
2024
Q2 | – | Sell |
-4,572
| Closed | -$394K | – | 263 |
|
|
2024
Q1 | $394K | Buy |
4,572
+298
| +7% | +$25.7K | 0.07% | 122 |
|
|
2023
Q4 | $347K | Buy |
4,274
+417
| +11% | +$33.9K | 0.06% | 125 |
|
|
2023
Q3 | $290K | Buy |
+3,857
| New | +$290K | 0.05% | 149 |
|
|
2022
Q2 | – | Sell |
-26,040
| Closed | – | – | 212 |
|
|
2022
Q1 | $0 | Buy |
+26,040
| New | – | ﹤0.01% | 413 |
|